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Richwood Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Richwood Investment Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
8,048
-284
-3% -$42.3K 0.86% 24
2026
Q1 		$1.22M Sell
8,332
-475
-5% -$70.8K 0.94% 21
2025
Q4 		$1.35M Sell
8,807
-315
-3% -$43.8K 0.97% 21
2025
Q3 		$1.28M Sell
9,122
-105
-1% -$14.6K 1% 21
2025
Q2 		$1.25M Sell
9,227
-20
-0.2% -$2.65K 1.03% 20
2025
Q1 		$1.25M Sell
9,247
-240
-3% -$32.3K 1.07% 22
2024
Q4 		$1.25M Sell
9,487
-20
-0.2% -$2.79K 1.04% 19
2024
Q3 		$1.35M Sell
9,507
-47
-0.5% -$6.36K 1.12% 19
2024
Q2 		$1.22M Sell
9,554
-104
-1% -$13.4K 1.06% 24
2024
Q1 		$1.27M Sell
9,658
-250
-3% -$31.4K 1.13% 20
2023
Q4 		$1.24M Sell
9,908
-13
-0.1% -$1.53K 1.16% 17
2023
Q3 		$1.14M Sell
9,921
-60
-0.6% -$7.32K 1.16% 19
2023
Q2 		$1.22M Buy
9,981
+190
+2% +$23.2K 1.19% 19
2023
Q1 		$1.21M Buy
9,791
+44
+0.5% +$5.54K 1.21% 19
2022
Q4 		$1.22M Sell
9,747
-120
-1% -$14.8K 1.23% 20
2022
Q3 		$1.1M Sell
9,867
-110
-1% -$13.5K 1.21% 17
2022
Q2 		$1.18M Sell
9,977
-300
-3% -$37.4K 1.19% 16
2022
Q1 		$1.32M Sell
10,277
-210
-2% -$26.5K 1.18% 14
2021
Q4 		$1.35M Buy
+10,487
New +$1.31M 1.18% 14

Other funds holding SDY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Richwood Investment Advisors's SDY Position: Q2 2026 in Review

Richwood Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.4% in Q2 2026, selling an estimated $42.3K and leaving 8,048 shares worth $1.22M. The position accounts for 0.86% of the portfolio, ranked #24.

Richwood Investment Advisors first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q4 2021. 604 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Richwood Investment Advisors held 8,048 shares of State Street SPDR S&P Dividend ETF worth $1.22M as of Q2 2026.
  • Richwood Investment Advisors sold 284 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $42.3K.
  • State Street SPDR S&P Dividend ETF made up 0.86% of Richwood Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Richwood Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.35M in Q4 2021.
  • 604 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.